Scan customer documents and store in CRM Software

Scan documents from customers and store in customer history

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Using Microsoft Paint or other software you can scan in customer documents eg letters and save them to your hard disk.

Scan Customer Document

Then you can simply create a Customer History entry for the customer eg Letter From Customer and drag and drop the file into the attachment field.

Letter From Customer

To help you search for the letter later, you can add some useful tags in the Description which you can search on later by typing them into the History field in the Search form.

Scanned Customer Letter

Now the scanned in customer letter is associated with the customer record and you can easily search for it.

Search Customer History

Having found the customer record you can view the customer history and click View Attached File to view the scanned in document.

Customer Scanned Document

So much quicker than searching through filing cabinets...

More Information

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